Compare · 2 funds side by side · dividends reinvested

AIVL and HIAI

AIVLWisdomTree×HIAIAi Funds×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,310AIVL · best of the two

02 / 03

AIVL and HIAI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

WisdomTree U.S. AI Enhanced Value FundThematic · AI & semis0.38%1.47%+16.9%+20.9%+18.2%+8.9%−7.9%12.1%$420M1.0

ETF Opportunities Trust - Ai Funds High Conviction US Equity AI-Managed ETFThematic · AI & semis0.87%0.00%[…][…][…][…][…][…]$26M2.0

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: AIVL 2006 · HIAI 2026

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree U.S. AI Enhanced Value Fund · $420M$15,310

AIVL

HIAI

ETF Opportunities Trust - Ai Funds High Conviction US Equity AI-Managed ETF · $26M[…]

$10,000 five years ago, dividends reinvested · they hold 16.5% in common

AIVLMeasureHIAI

+16.9%Year to dateJan 1 → Nov 6[…]

+20.9%1 yearTotal return[…]

+18.2%3 years · per year$10,000 became $16,505 · […][…]

+8.9%5 years · per year$10,000 became $15,310 · […][…]

0.38%Expense ratio$38 · $87 a year on $10k · lower is better0.87%

1.47%Trailing 12-mo yield$147 · $0 a year on $10k0.00%

−7.9%Worst dropSmaller is better[…]

12.1%VolatilityLower is calmer[…]

AIVLHIAI Winner of the row, in its colourEach row: the bigger of the two fills its side

2–0AIVL wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

AIVL vs HIAI: Top 5 Holdings

Today

AIVL

16.3%in top 5

HIAI

in top 532.8%

AIVLStockHIAI

4.2%AAPL8.0%

not top 5CAKE7.1%

not top 5CBOE6.4%

3.5%MSFT6.3%

not top 5MPC5.0%

3.8%AMZNnot top 5

2.5%BACnot top 5

2.2%PGnot top 5

Held in common16.5%

End-of-day Nov 6, 2026 · share of each fund

AIVL vs HIAI Returns, Every Period

WisdomTreeAIVL

+20.9%

past year

HIAIAi Funds

[…]

past year

Returns […]

AIVLHIAIFaded: behind in that period

0–0Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

AIVL vs HIAI

YTD

WisdomTreeAIVL

+16.9%

HIAIAi Funds

[…]

+16.9%Year to date[…]

−7.9%Worst drop · 1Y[…]

12.1%Volatility · 1Y[…]

1.5%Yield0.0%

$420MAssets$25.8M

1–0AIVL wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AIVL, HIAI

Today

0.38%lowest, AIVL

FundExpense ratioFee$10k

AIVL0.38%$38

HIAI0.87%$87

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: AIVL, HIAI

1.47%highest, AIVL

FundTrailing yieldYield$10k

AIVL1.47%$147

HIAI0.00%$0

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$109most kept, AIVL

AIVL$147 − $38 = $109

HIAI$0 − $87 = −$87

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: AIVL, HIAI

Today

16.5%most shared, AIVL and HIAI

AIVLHIAI

AIVL—16.5%

HIAI16.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+20.9%AIVL, at 12.1% volatility

AIVLWorst drop−7.9%12.1% vol

HIAIWorst drop[…][…]

End-of-day Nov 6, 2026 · up and left is better

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026